Publisher’s Note PLANADVISER November/December 2022

Truly Participant Focused

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In Practice

December 16th, 2025

The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.

Products & Services

September 2nd, 2025

The companies claim plan participants can find and transfer retirement accounts in under 10 minutes.

Data & Research

January 22nd, 2025

While AUM continues to grow, training, mentorship and succession planning could all help address the headcount stasis.